DFX Intelligence

E••••• S••••• K•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

E••••• S••••• K•••••

Advisor at M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Media, PA | MEDIA, PA

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Search this name across graphsid dfx:ria:ca059eae-8e28-a988-924c-e60f68a807b4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 11, 2015 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Feb 10, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Nov 29, 2021	n/a	yes	MEDIA, PA\|Media, PA	Current employment
M••••• S••••••	Wirehouse	Mar 21, 2017	Dec 17, 2021	no	Boston, MA\|Newtown Square, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Dec 17, 2021	Nov 29, 2021	-18	Firm change	Wirehouse to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M••••• S••••••	Jul 26, 2016	Mar 21, 2017

Relationships

Registered with (2)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Feb 11, 2015 to Jul 26, 2016factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Mar 21, 2017 to Dec 17, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ca059eae-8e28-a988-924c-e60f68a807b4
First observed: Feb 11, 2015
Last observed: Sep 15, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.